Microsoft Dynamics 365 CRM version and features

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Microsoft Dynamics 365 CRM version and features

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Know the basic information of Microsoft Dynamics 365/CRM with version wise functionality and innovative features for grow all type of business like company, small business, industry. Aegis Software is Microsoft dynamics 365 service offering company. – PowerPoint PPT presentation

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Title: Microsoft Dynamics 365 CRM version and features


1
Microsoft Dynamics 365
  • Version and features

2
Microsoft Dynamics 365 / CRM great part to the
overall business approach of a growing company.
  • Higher performance and flexibility with
    innovative structures, state-of-the-art
    technology, and a robust design built to stand
    the test of time.

3
Microsoft Dynamics 1.0 2001
  • Microsoft First began in 2001. Web-based CRM
    application began to form 2003, CRM Company with
    10 employees basic contact management and email
    campaign functionality.

4
Microsoft Dynamics 1.2 2003
  • Was not widely adopted by industry.
  • Review those changes in market share, leadership,
    players, market shifts, costs, pricing, or
    competition that provide the opportunity for your
    companys success.

Microsoft Dynamics 2.0
  • Was skipped entirely

5
Microsoft Dynamics 3.0 - 2005
  • Microsoft 2.0 re-launch with 3.0 to consideration
    inside the Dynamics product family. Not update
    but rather customizations to CRM, Crystal reports
    to Microsoft SQL reporting services and capacity
    to associate with vista and outlook. State
    consumer problems and define the nature of
    product/service opportunities that are created by
    those problems.
  • The First version that saw reasonable take-up by
    clients.

6
Microsoft Dynamics 4.0 2007
  • MS Dynamics 4.0 company highlight with like
    multi-tenancy, enhanced reporting security, data
    importing, direct mail merging also executes CRM
    Online. Dynamics CRM 4.0 is the main rendition of
    the product which has seen significant take-up in
    the market and make 1 million clients.

7
Microsoft Dynamics 4.0 2007
  • COME WITH VERSION
  • 1. Workgroup Edition
  • This version is for little associations that can
    utilize it with the SQL Server Workgroup Edition
    and on a Windows Small Business Server.
  • 2. Professional Edition
  • The Professional Edition has an as like from the
    Workgroup Edition however, there is no
    restriction on the CALs. If installation profile
    calls for supporting either various organizations
    or servers, the Enterprise Edition is required.

8
Microsoft Dynamics 4.0 2007
  • COME WITH VERSION
  • 3. Enterprise Edition
  • Has an equal from the Professional Edition but
    without restriction. This version is to be
    utilized when different divisions ought to get to
    CRM from one stage.
  • 4. Service Provider Edition
  • This version is really an Enterprise Edition that
    is designed to acknowledge internal client
    requests from active directory and external
    client asks for through IFD. This variant is for
    the most part actualized by Microsoft Partners
    that offer Hosted CRM functionality when giving
    external clients connect to associate with this
    CRM through the Internet.

9
Microsoft Dynamics (BETA) 2010Microsoft
Dynamics 5.0 2011
  • This version was released as a beta version in
    2010. After launch 5.0
  • Microsoft Dynamics CRM 2011 is accessible as a
    cloud offering or an on-premises establishment by
    a partner/customer. As in CRM 4 these versions
    can be much customized utilizing following
    advanced extensions.

10
Advanced extensions
  • Visualizations
  • Dashboards
  • Document Management
  • Grid Filters
  • Dialogs
  • Recurring Appointments
  • Custom Activities
  • Goal Management
  • MAPI based Outlook clients
  • Fetch-based Reports
  • Native integration with SharePoint 2010
  • Ability to create a query behind a look-up
  • Placing of a grid with child records on the
    parent record
  • Auto filter sorting capability like in Microsoft
    Office Excel
  • Microsoft Office Ribbon interface replaces menus
  • OData endpoints
  • LINQ programming API in the SDK
  • WCF services
  • Global Option set which can be used for other
    entities
  • Customization can be packaged as solutions
  • CRM Online supports plugins in sandboxed mode
  • Multiple forms per entity
  • Dashboard designer
  • Yammer integration
  • Lync integration

11
Microsoft Dynamics 6.0 2013
  • Online went live for new signups in October 2013.
  • Microsoft Dynamics CRM 2013 is accessible as a
    cloud offering, on-premises or a hybrid of cloud
    and on-premises installation by a
    partner/Customer.
  • Navigation drops down from the top of the screen.
    The old navigation pane is gone
  • You can hover over the Microsoft Dynamics CRM
    logo to access different work areas
  • Clicking on a work area will bring you to the
    record types you work with most often
  • To get to other info related to the record you're
    viewing, all you have to do is click the arrow
    next to the name of the record
  • You can edit info inline rather than having to
    flip to a different screen
  • You can add notes to each record
  • Lookup lists and inline editing help keep data
    current
  • No longer have to click "save." Records are saved
    automatically
  • CRM 2013 applications for Windows Phone, iPhone,
    Android, Windows 8
  • 5 200 GB of storage
  • Process-driven user experience
  • Contractual privacy protections via European
    Model Clauses

12
Microsoft Dynamics 7.0 2015
  • Dynamics CRM 2015 was declared in 2014.
  • Microsoft declared that Microsoft Dynamics CRM
    2015, and in addition updates to its Microsoft
    Dynamics CRM Online and Microsoft Dynamics
    Marketing services, will

be for the most part accessible in the fourth
quarter of 2014. Microsoft also released a
preview guide with details.
13
Microsoft Dynamics 8.0 2016
  • Officially released 2015
  • 8.0, 8.1, 8.2 name with Microsoft Dynamics CRM
    2016 was changed to Dynamics 365 In the official
    public release, Microsoft calls this "The most
    far-reaching redesign ever for Dynamics CRM" and
    says it "includes progressions in knowledge,
    mobility and service, with huge profitability
    upgrades". In June 2016 was produced a special
    application which sends filtered data from
    business cards into MS Dynamics CRM named
    Business Card Reader for MS Dynamics and Call
    Tracker application in 2017.

14
Microsoft Dynamics 9.0 - 2017
  • The latest update in July called dynamics 365.
  • The product is presented as a revolution,
    combining Microsoft business products CRM, ERP,
    Dynamics AX
  • Dynamics 365 for Sales (CRM)
  • Dynamics 365 for Customer Service (CRM)
  • Dynamics 365 for Marketing (CRM)
  • Dynamics 365 for Field Service (CRM)
  • Dynamics 365 for Project Service Automation (CRM)
  • Dynamics 365 for Operations (ERP)
  • Dynamics 365 for Financials (ERP)

15
Microsoft Dynamics 365
  • Dynamics 365 is a product line of ERP and CRM
    applications reported by Microsoft in July 2016
    and on general release November 1, 2016, as a
    piece of the Microsoft Dynamics product line.
    Dynamics 365 is sold in two releases, the
    Business Edition for little and medium-sized
    ventures, and the Enterprise Edition for medium
    to large associations.
  • The Business Edition includes the Financials
    application, in light of the venture code-named
    'Madeira'. The Enterprise Edition comprises
    Dynamics CRM applications in addition to
    Microsoft PowerApps, together with Microsoft's
    premier ERP product, known as Dynamics 365 for
    Operations.

16
Aegis Softwares
  • Technology is us

Mail info_at_aegissoftwares.com Site
www.aegissoftwares.com
17
Thankyou
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